Ellis Martin Report: Highland Copper (HDRSF) CEO Barry O'Shea on America's Copper Crisis and the Copperwood Opportunity $HI.CA $HDRSF http://dlvr.it/TTBY0G
$HDRSF This company has laid dormant, waiting for the price and demand of copper to make the project enticing. The dormant period is over. Data centers first, then robotics and drones simultaneously driving the price of copper into double digits.
Position in now for life changing gains in the $COPX copper world.
$HDRSF Register to comment during the July 8 EGLE public hearing on the proposed re-issuance of a wastewater discharge permit for the Copperwood Mine: https://us06web.zoom.us/webinar/register/WN_DjJcYYNORo6b88Ueg7F1Fg
$HDRSF CEO Barry O’Shea is going to speak at Noble’s live Emerging Growth Virtual Equity Conference in 10 minutes.
Join the call for free at https://us02web.zoom.us/j/81384243096?pwd=ujUUKGarJt2N90aBbrJ9HsmKFoYIDa.1
$HDRSF Listed again by White House: "New investment in U.S. aluminum and copper smelting is also underway across America. Earlier this year, Century Aluminum and Emirates Global Aluminum announced a joint venture to build the first new aluminum smelter in the United States in decades, in Oklahoma. Companies such as Highland Copper, Ivanhoe Electric, Rio Tinto, and Wieland are expanding U.S. copper mining, smelting, and fabrication facilities."
https://www.whitehouse.gov/fact-sheets/2026/06/fact-sheet-president-donald-j-trump-updates-tariffs-on-steel-aluminum-and-copper-imports/
$HDRSF Reworking Feasability Study (FS) with copper’s higher long term price and potential cost saving methods. Expect NPV at a minimum, to double. For every 25% copper increases, the NPV on the old FS tripples. Meaning, at coppers current price the NPV is ~$800M. I expect them to use a ~4.40 per lb to keep it reasonable as prices fluctuate.
With the rework on the FS, that multiplier could be more. You’re going to want to load at these levels. I expect copper to continue to rip, and this FS to attract a major player to buy this project. This is one of the few fully permitted copper mines in America. 🇺🇸
$MP $COPX $EULIF $CRML
https://www.highlandcopper.com/news/highland-copper-identifies-key-optimization-opportunities-through-detailed-engineering-at-the-copperwood-project/
Highland Copper (HDRSF) CEO Barry O'Shea Discusses Copperwood Project, U.S. Copper Supply and AI-Driven Demand on The Ellis Martin Report $HI.CA $HDRSF http://dlvr.it/TSpsF6
Highland Copper Company Inc. ($HDRSF) Management Team presented this week at the Sidoti Micro-Cap Virtual Conference. Watch the replay here: https://sidoti.zoom.us/webinar/register/WN_-o4vycY9SyqmWi9AEooq3w
$HDRSF I listened to the Sidoti presentation, and I urge other investors and potential investors to do the same. The CEO did a nice job providing the project overview and investment thesis. It reinforced my bullish view, especially if Cu prices hold over $6. I'm expecting greater exposure and catalysts leading to a rerating heading into the year-end FID culminating in a 10/1 share consolidation, and hopefully an uplisting. Don't see why it can't hit 35-50 cents by year-end.
$HDRSF Positioned in for almost 100K shares. You want to be in miners that are nearing production as copper demand ramps up with the AI buildout.
With the flagship project’s NPV rapidly increasing with copper’s price per lb, we can see explosive moves soon. The company being FULLY permitted and derisked becomes very attractive for bigger miners like $HBM $RIO . Expect buyout offers 🤑
